+173.8%
TRV vs HTZ
-95.4%
+269.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -8.4% | +6.5% | -1.6% |
| 7D | -0.3% | -14.6% | +14.3% | +0.2% |
| 30D | +9.6% | -20.8% | +30.4% | +10.4% |
| 3M | +2.7% | -18.8% | +21.5% | +3.0% |
| 6M | +32.0% | -74.7% | +106.7% | +37.7% |
| YTD | +37.8% | -68.1% | +105.9% | +41.5% |
| 1Y | +45.2% | -73.5% | +118.7% | +50.3% |
| 3Y | +145.3% | -81.8% | +227.1% | +147.2% |
| All | +173.8% | -95.4% | +269.2% | +192.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling